Order Operator Specialist

Daniels Health; Town of East Troy (WI); On-site; USD 33,000 - 36,000; Full time

Job summary

Daniels Health is seeking an Order Fulfillment & Customer Onboarding Specialist to own the front-end sales operations in our Wisconsin facility. You will manage incoming sales transactions, navigate B2B EDI routing, and coordinate multi-layered onboarding packets to ensure accurate and timely setup.

You will handle order fulfillment, customer interactions for new and existing business, and oversee CRM usage (Zoho; Salesforce familiarity a plus) to analyze KPIs.

Qualifications

• 1+ years of administrative and customer service experience in retail, hospitality, or corporate.
• Proficient in Microsoft Office, especially Excel and PowerPoint.
• Experience with CRM software and onboarding processes.
• Excellent written and verbal communication with strong record-keeping.
• Ability to handle multiple deadlines in a fast-paced environment.

Responsibilities

• Fulfilling purchase orders and ensuring on time delivery of product
• Customer facing interactions regarding new and existing business.
• Customer service enquiry management and processing
• CRM software management to support sales leader and sales staff in analysis of key KPI
• 3rd party shipping management (including setup, quotes, customer delivery estimates)
• Product Returns management
• Support procurement officer where necessary to manage and coordinate supplier orders and other procurement initiatives.
• Support in adhoc operational duties where required by the production leader.

Skills

Multitasking

Excel

PowerPoint

CRM tools

Communication

Problem solving

Relationship building

Time management

Team collaboration

Attention to detail

Tools

Zoho CRM

Salesforce

Job description

What will your job involve?

We are seeking a highly organized, fast-paced, and detail-driven Order Fulfillment & Customer Onboarding Specialist to own the front-end sales operational loop. In this role, you will be the absolute catalyst for our warehouse's physical efficiency. You will manage incoming sales transactions, navigate digital B2B EDI routing platforms, handle multi-layered customer corporate onboarding packets, and maintain pristine execution logs.

• Sales & Customer Service:
• Fulfilling purchase orders and ensuring on time delivery of product
• Customer facing interactions regarding new and existing business.
• Customer service enquiry management and processing
• Demonstrates common-sense judgment when it comes to resolving customer issues
• CRM software management to support sales leader and sales staff in analysis of key KPI

• Supply Chain & procurement:
• 3rd party shipping management (including setup, quotes, customer delivery estimates)
• Product Returns management
• Support procurement officer where necessary to manage and coordinate supplier orders and other procurement initiatives.

• Operations:
• Support in adhoc operational duties where required by the production leader.

• Skills / Attributes
• Must be able to multitask and achieve multiple deadlines across a variety of functions monthly.
• Exceptional Microsoft office skills, particularly excel and PPT.
• Familiar with Customer Relationship Management (CRM)tools. Zoho is beneficial.
• Assisting with small projects/tasks throughout the office.
• Provide a positive and optimistic outlook to co-workers and customers.
• Self-motivated to problem-solve and leverage a team to drive resolutions for a customer.
• Relationally driven, you will enhance and strengthen relationships and drive a culture focused on customer service.
• Flexible, adaptable and able to prioritize, no two days are the same!
• Strong attention to detail in checking work quality and accuracy.
• 1+ years of administrative and customer service experience within retail or hospitality or corporate will be beneficial.
• Exceptional communication skills both written and verbal with record-keeping discipline .
• Proven experience in improving processes and procedures.

Who are we looking for?

• Someone with initiative, discipline and focus; who has a passion for problem-solving, building relationships, and delivering a great customer experience.
• Here’s some of the skills and attributes that would make you a great fit candidate:
  • Self-motivated to problem-solve and leverage a team to drive resolutions for a customer
  • Relationally driven, you will enhance and strengthen relationships and drive a culture focused on customer service
  • Flexible, adaptable and able to prioritize, no two days are the same!
  • Strong attention to detail in checking work quality and accuracy
• Demonstrates common-sense judgment when it comes to resolving customer issues
• Ability to lead and motivate a team while modelling a strong code of ethics and respect for others
• 2+ years of administrative and customer service experience within retail or hospitality or corporate will be considered
• Ability to talk to a position or instances where you have provided leadership in your role
• Intermediate to Advanced computing skills (Microsoft office suite etc.)
• Salesforce experience would go a long way!
• Good communication skills both written and verbal with record-keeping discipline
• Ability to work weekends, holidays or flex hours as needed by production demands
• Proven experience in improving processes and procedures
• Shift: 8:00am - 4:30pm

$24 - $26 an hour

To find out more of what a day in the life with our customer service team looks like visit – https://www.danielshealth.com/customer-service

Who are we?

We are a healthcare service company providing safety systems and medical waste collection for hospitals, medical centers, surgical centers, nursing homes and an array of customers within the healthcare setting. Our focus is delivering quality and safety-focused medical waste management services that reduce needlestick injuries, positively impact infection control and reduce environmental burden. As a service to our customers we dispose and treat medical waste on site at our treatment facilities across the U.S.

Daniels Health & Sharpsmart is an equal opportunity employer. In accordance with anti-discrimination law, it is the purpose of this policy to effectuate these principles and mandates. Daniels Health & Sharpsmart prohibit discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. Daniels Health & Sharpsmart conforms to the spirit as well as to the letter of all applicable laws and regulations.

Daniels Health conducts background checks and drug testing as part of the post‑offer hiring process.